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You can copy a bill or routing from your current organization or from another organization that shares your same item master organization. You can then modify your new bill or routing as necessary.

You can copy any revision of a primary or alternate bill or routing.

Subinventory and locator information are not copied across organizations.

Bills of Material Only

You can only copy bills between items having the same BOM Item Type attribute. For example, if the new bill is a model bill, you can only copy existing bills that are model bills.

Know the structure of the bill you are copying, since the copy function only copies single level components of the bill. For example, if the parent item whose bill you want to copy has single level components that are subassemblies, the bill copy function will not copy the components of the subassembly.

When you copy the bill from another organization, the components on the bill you are copying must exist in the target organization. The supply subinventories and locators are not copied. Substitute component items must also exist in the target organization to be copied.

When copying an engineering bill to manufacturing, only those single-level manufacturing (not engineering) components are copied.

Routings Only

   To copy bill or routing information:

1. Navigate to the Copy Bill / Rtg From window. Do this by choosing the Special menu item and then choosing Copy Bill / Rtg From.

2. Enter the organization, item, alternate, revision, and revision date for the bill or routing that to copy.

3. Select a copy option:

Current: components or operations effective on the revision date.

Future and Current: same as current and all future components and operations.

Note: After you have copied information, you can update it as you see fit.

4. Choose the Copy and Save button. Doing so copies the appropriate components (or operations) and automatically saves the new bill or routing.

See Also

Bill / Component Validation Rules